Salomon & Ludwin
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Salomon & Ludwin’s Starbucks SBUX Stock Holding History

Salomon & Ludwin’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$144K Sell
1,534
-3
-0.2% -$310 0.01% 201
2026
Q2 		$159K Sell
1,537
-13
-0.8% -$1.31K 0.01% 195
2026
Q1 		$140K Hold
1,550
– – 0.01% 194
2025
Q4 		$134K Buy
1,550
+75
+5% +$6.33K 0.01% 196
2025
Q3 		$127K Sell
1,475
-312
-17% -$27.9K 0.01% 197
2025
Q2 		$168K Buy
1,787
+200
+13% +$17.3K 0.02% 157
2025
Q1 		$156K Buy
1,587
+500
+46% +$51.7K 0.02% 153
2024
Q4 		$99.2K Sell
1,087
-27
-2% -$2.61K 0.01% 176
2024
Q3 		$109K Buy
1,114
+69
+7% +$5.92K 0.01% 180
2024
Q2 		$81.4K Sell
1,045
-1,264
-55% -$103K 0.01% 214
2024
Q1 		$209K Buy
2,309
+245
+12% +$22.8K 0.02% 182
2023
Q4 		$188K Hold
2,064
– – 0.02% 176
2023
Q3 		$188K Buy
2,064
+29
+1% +$2.85K 0.02% 176
2023
Q2 		$202K Buy
+2,035
New +$211K 0.02% 172
2019
Q2 		– Sell
-17
Closed -$1K – 265
2019
Q1 		$1K Buy
+17
New +$1.17K ﹤0.01% 239

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Salomon & Ludwin's SBUX Position: Q3 2026 in Review

Salomon & Ludwin reduced its Starbucks (SBUX) stake by 0.2% in Q3 2026, selling an estimated $310 and leaving 1,534 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #201.

Salomon & Ludwin first reported a position in SBUX in Q1 2019 and has held it in 15 quarters since. The position peaked at $209K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Salomon & Ludwin held 1,534 shares of Starbucks worth $144K as of Q3 2026.
  • Salomon & Ludwin sold 3 Starbucks shares in Q3 2026, an estimated $310.
  • Starbucks made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #201 holding.
  • Salomon & Ludwin first reported a position in Starbucks in Q1 2019 and has held it in 15 quarters since.
  • Salomon & Ludwin's Starbucks position peaked at $209K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.